Family Estate Planning – West London
Family Estate Planning – West London
Before speaking to us, most new clients are unaware of the substantial tax savings achievable by optimising their family estate planning.
We’ll ensure your hard-earned wealth is passed to your beneficiaries – and relieve your planning headache.
Comprehensive Estate Planning
We’ll consider your personal, business, and tax situations. You’ll receive comprehensive, tailored estate planning advice for your specific needs.
We do so by combining multiple areas of our expertise:
- Tax Planning
- Investment Management
- Trust Funds
- Family Investment Companies
- Business Succession Planning
- Business Exit Advice
- Will Writing
- Probate
Tax Planning Resouces
- We’re a full-service, mid-sized firm of Chartered Accountants. We have the resources you need to reduce your taxes – and are small enough to care.
- We employ an in-house Chartered Tax Advisor (CTA) qualified by the Chartered Institute of Taxation. (CTA is the UK’s highest tax qualification.)
- Many of our tax staff have previously worked for HMRC – so we also know how to work with them – on your behalf effectively.
Frequent Estate Planning Issues
Areas in which we frequently assist include:
- Transferring assets to other family members.
- Transferring properties into company structures.
- Creating a remuneration strategy to minimise total taxes across salary, dividends, pensions and capital gains.
- Buying/selling commercial properties.
- Business start-up issues.
- Minimising
Estate Planning Case Study
The Estate Planning Problem
Our client, in his 80s, owned a hotel and wanted to minimise his inheritance tax (IHT) and ensure his estate passed to his children.
How We Helped
We used our combined expertise in: tax planning, investment management and probate to meet his objectives. We then helped him implement it correctly – ensuring arrangements were watertight. Our probate arm will also administer his estate.
The Result
Our client’s estate will be passed on to children, and they will save £2m in taxes.
Senior Wealth Team
J Stuart Thomson MA ACA FCT ATT MCSI
Group Managing Director
- Chartered Accountant (Institute of Chartered Accountants of Scotland)
- Associate Chartered Accountant (Institute of Chartered Accountants of England and Wales)
- FCT – Fellow of the Association of Corporate Treasurers
- MCSI – Member of the Chartered Institute of Securities and Investments
- ATT – Association of Tax Technicians
Karen Stone FCCA
Senior Enquiries Lead – Accountancy and Tax Advisory Services
- Fellow of the Chartered Institute of Certified Accountants (FCCA)
- Member Association of Accounting Technicians (MAAT)
- Advises owner-managed businesses, personal tax and trust clients.
- Works with our tax and accounts departments in an advisory role.
Ian Dodge ATT
Senior Tax Manager
- Association of Taxation Technicians (ATT)
- Certified in Probate and Estate Administration
- Ian leads our tax advice services.
- Over 20 years of experience, he previously worked for HMRC.
- Provides technical tax support for tax barristers.
Peter Briant CTA
Tax Manager
- Chartered Tax Advisor with 20 years experience.
- HM Revenue and Customs (HMRC) Inspector of Taxes.
- Has worked in tax strategy, tax investigations, large business, public sector, personal tax and corporation tax.
- Represented HMRC in discussions with foreign fiscal tax authorities.
Next Step
Contact us today to relieve your estate planning headache – and reduce your taxes. You’ll be pleased you did.